In today’s briefing:
- The Week That Was in ASEAN@Smartkarma – Alfamart’s Growth, Comfort Delgro, and The Keepers
- The Commodity Report #64
The Week That Was in ASEAN@Smartkarma – Alfamart’s Growth, Comfort Delgro, and The Keepers
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
- The past week saw insights on Sumber Alfaria Trijaya, Comfortdelgro Corp, The Keepers Holdings, Inc,Phu Nhuan Jewelry Jsc (PNJ VN), and Total Access Communication (DTAC TB)
- There were also sector pieces looking at some potential consumer GEMs to come out of Indonesia, and the prospects for Thai Banks in 2H2022 in light of rate hikes.
The Commodity Report #64
- Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil, gas and metals. A cyclical commodity bull market.
- I’m in favor of combating man-made climate change and replacing most fossil fuels with renewables in the long term, but the way we are currently going about it is not realistic and will end badly for society and also in high commodity prices and much higher cost of living.
- Why is that the case? Everyone wants renewable energy but no one wants to invest in the raw materials needed to build the EVs, the power lines, or the battery capacity. Due to political pressure, the financial world has had to jump on the #ESG bandwagon.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
